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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,408 | $177,595+78.7% | $148,496+113.7% | $198,609+59.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 12.10% | 9.97%+2.1pp | 12.33%-0.2pp | 202.70%-190.6pp |
| Employer contribution / active EE | $4,731 | $4,098+15.4% | $3,497+35.3% | $5,055-6.4% |
| Participant deferral / active EE | $9,776 | $5,539+76.5% | $4,808+103.3% | $6,977+40.1% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |